Lifeworks Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Lifeworks Advisors’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$450K	Hold	9,384	–	–	0.05%	215
2026 Q1	$449K	Hold	9,384	–	–	0.06%	207
2025 Q4	$450K	Hold	9,384	–	–	0.06%	217
2025 Q3	$452K	Hold	9,384	–	–	0.06%	219
2025 Q2	$449K	Hold	9,384	–	–	0.07%	211
2025 Q1	$447K	Hold	9,384	–	–	0.07%	193
2024 Q4	$445K	Hold	9,384	–	–	0.08%	183
2024 Q3	$452K	Buy	+9,384	New	+$448K	0.09%	175

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Lifeworks Advisors's SHM Position: Q2 2026 in Review

Lifeworks Advisors held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 9,384 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #215.

Lifeworks Advisors first reported a position in SHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $452K in Q3 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Lifeworks Advisors held 9,384 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $450K as of Q2 2026.
Lifeworks Advisors left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #215 holding.
Lifeworks Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Lifeworks Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $452K in Q3 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.